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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,534 | $98,240-85.2% | $82,312-82.3% | $147,586-90.2% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 1.45% | 30.85%-29.4pp | 25.88%-24.4pp | 578.59%-577.1pp |
| Employer contribution / active EE | $377 | $3,192-88.2% | $2,428-84.5% | $4,876-92.3% |
| Participant deferral / active EE | $1,509 | $4,383-65.6% | $3,706-59.3% | $5,439-72.3% |
| Admin fee / account holder | $658 | $8,563-92.3% | $5,608-88.3% | $10,886-94.0% |